BlueFlamingo

ADES fundamental and technical analysis

Long
NASDAQ:ADES   Advanced Emissions Solutions, Inc
Advanced emissions solutions is in a bull triangle trading at only 3.5 earnings and is expected to grow at a rate of 15-40% year over year (based on 3 different websites). So far it pays a dividend of $.25 per quarter and has not cut it since its founding. Shares outstanding has stopped growing in 2015 and since then has decreased (meaning each share buys more of the company). Lastly, their book value per share is $5.90 per share.

ADES deals with pollution control equipment and other services. They are also my largest holding

This is my first analysis on this site and sorry if it sounded unprofessional in any way. Please put your ideas and complaints in the comments and I will try to reply to anyone who has any questions.

Comments

I'm averaged around 6.50, which for a low volatility, relatively unknown, company could be huge.

So I'm not offering facts here, I'm hoping I can have a conversation to see if anyone understands this company differently, I'm hoping really some does, it's pretty difficult to search for any talk about this company.

I keep adding to average down. This was a great dividend stock, I'm trying to assess the future of it now though. I don't know if anyone has more info?

It sounds like to me in summary, they are transitioning away from coal, they make a consumable (ie: I'm considering this try of product like a subscription based, which means recurring revenue) product. But the coal industry is slowing down for them, so they are trying to diversify into water purification (or any other fields ideally).

They were doing 'okay' until they cut the dividend last week, showed losses, and the CEO did mic drop, and definitely presented uncertaintanity for the future. But anyone who does say anything about this company, is continuing to see it as a good opportunity. Does anyone feel that BK is in the cards? Growth from here? Rebound? Etc.
+1 Reply
My largest holdings as well. Its projected cash flow is 125-150 till the end of 2021. Have any ideas what cash flow will look like after that period? I'm thinking much less, usually how it goes when companies are valued this cheap but can't find any concrete info. Also noticed a large insider stopped making purchases at the end of last year.
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I forgot! The Earnings Report is tomorrow but their expected to beat last quarter. Will update you guys tomorrow
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mtrujilloj BlueFlamingo
@BlueFlamingo, what happened?? 30% down!
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BlueFlamingo BlueFlamingo
Oh yes sorry! They missed their earnings per share and ended loosing money this quarter. This is quite disappointing but it’s still a long term hold for me since they have lots of assets to cover this loss. I bought 20% more because I believe they’re gonna grow a lot in the future. This is more of a risky stock but I have high hopes for this one
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